Greg Miller
Greg Miller is the CEO and Founder of Wellesley Asset Management. In this role, he directs the firm’s limited risk investing philosophy with the primary goal of principal protection and investment growth. With over 35 years of investment and financial experience, he is a nationally recognized provider of investment advisory services deploying convertible bonds. Miller lectures frequently on absolute return investing deploying convertible bonds to high net-worth individuals, registered investment advisors, and other investment professionals.
Greg Miller Professional Experience / Academic History
Professional Experience
-
Founder, CEO, and Portfolio Manager
Academic History
-
MBA, Finance
-
Bachelor's Degree
- Miller was ranked a Top 100 Independent Financial Advisor by Barron’s for eight years in a row.
- In Barron’s September 2018 Top 100 list, he ranked #1 in Massachusetts and #2 nationwide.
- Barron’s also ranked Miller #1 in Massachusetts in its March 2019 list of America’s Top 1,200 Financial Advisors for the fifth consecutive year.
- In January 2020, he was recognized by Forbes as a Best-In-State Wealth Advisor in Massachusetts for the second consecutive year.
- He worked with an international accounting firm and for over twenty years had his own CPA firm.